SVB Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

SVB Wealth’s Portfolio EZU Stock Details EZU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,422	Closed	-$209K	–	1575
2024 Q4	$209K	Buy	+4,422	New	+$216K	﹤0.01%	670
2024 Q3	–	Sell	-5,329	Closed	-$260K	–	211
2024 Q2	$260K	Buy	+5,329	New	+$269K	0.01%	602
2024 Q1	–	Sell	-9,194	Closed	-$436K	–	876
2023 Q4	$436K	Sell	9,194 -510	-5%	-$22.4K	0.01%	519
2023 Q3	$410K	Sell	9,704 -2,225	-19%	-$99.7K	0.01%	511
2023 Q2	$547K	Buy	+11,929	New	+$543K	0.01%	463
2021 Q4	–	Sell	-6,244	Closed	-$300K	–	862
2021 Q3	$300K	Sell	6,244 -663	-10%	-$33.1K	﹤0.01%	786
2021 Q2	$341K	Hold	6,907	–	–	﹤0.01%	705
2021 Q1	$321K	Hold	6,907	–	–	﹤0.01%	660
2020 Q4	$304K	Sell	6,907 -1,447	-17%	-$59.7K	﹤0.01%	619
2020 Q3	$317K	Sell	8,354 -864	-9%	-$33.5K	0.01%	506
2020 Q2	$336K	Sell	9,218 -1,711	-16%	-$57.2K	0.01%	437
2020 Q1	$333K	Sell	10,929 -15,283	-58%	-$578K	0.01%	379
2019 Q4	$1.1M	Buy	+26,212	New	+$1.06M	0.02%	289

Other funds holding EZU

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return